EDOW:NYE- (USD)

ETF | Large Value |

Last Closing

USD 36.714

Change

-0.21 (-0.57)%

Market Cap

USD 0.23B

Volume

6.90K
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-28 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.02 (-0.08%)

USD 67.27B
DGRO iShares Core Dividend Growth E..

+0.11 (+0.18%)

USD 30.55B
FNDX Schwab Fundamental U.S. Large ..

N/A

USD 17.56B
SCHV Schwab U.S. Large-Cap Value ET..

+0.01 (+0.04%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

+0.02 (+0.05%)

USD 6.70B
VOOV Vanguard S&P 500 Value Index F..

-0.12 (-0.07%)

USD 5.23B
FDVV Fidelity® High Dividend ETF

-0.04 (-0.08%)

USD 5.06B
SPHD Invesco S&P 500® High Dividen..

+0.07 (+0.15%)

USD 3.17B
IWX iShares Russell Top 200 Value ..

+0.13 (+0.16%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

+0.02 (+0.03%)

USD 2.37B

ETFs Containing EDOW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.22% 67% D+ 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.22% 67% D+ 60% D-
Trailing 12 Months  
Capital Gain 10.78% 84% B 72% C
Dividend Return 0.94% 16% F 19% F
Total Return 11.72% 82% B 68% D+
Trailing 5 Years  
Capital Gain 56.76% 25% F 63% D
Dividend Return 10.56% 6% D- 27% F
Total Return 67.33% 13% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 8.40% 23% F 67% D+
Dividend Return 10.06% 11% F 65% D
Total Return 1.66% 33% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.75% 91% A- 73% C
Risk Adjusted Return 85.61% 51% F 90% A-
Market Capitalization 0.23B 24% F 37% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.